|
1
|
TriaGen Wealth Management
Calabasas,
California
|
$5.04M
|
+$5.76M
|
+226,384
|
New
|
|
|
2
|
LPL Financial
San Diego,
California
|
$3.79M
|
+$2.01M
|
+79,017
|
+87%
|
|
|
3
|
Avaii Wealth Management
Appleton,
Wisconsin
|
$1.26M
|
+$1.44M
|
+56,641
|
New
|
|
|
4
|
Equitable Holdings
New York
|
$1.18M
|
+$52K
|
+2,043
|
+4%
|
|
|
5
|
|
$951K
|
+$1.09M
|
+42,683
|
New
|
|
|
6
|
Osaic Holdings
Scottsdale,
Arizona
|
$551K
|
+$467K
|
+18,342
|
+286%
|
|
|
7
|
Kestra Advisory Services
Austin,
Texas
|
$278K
|
+$77.8K
|
+3,055
|
+32%
|
|
|
8
|
Private Advisor Group
Morristown,
New Jersey
|
$271K
|
+$310K
|
+12,166
|
New
|
|
|
9
|
Franklin Resources
San Mateo,
California
|
$153K
|
+$102
|
+4
|
+0.1%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$88K
|
-$21.6K
|
-847
|
-18%
|
|
|
11
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$15.9K
|
–
|
–
|
–
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$3K
|
–
|
–
|
–
|
|
|
13
|
|
$3K
|
+$2.93K
|
+115
|
New
|
|
|
14
|
Creative Financial Designs
Kokomo,
Indiana
|
$2K
|
–
|
–
|
–
|
|
|
15
|
Hartford Financial Management
Hartford,
Connecticut
|
$2K
|
+$2.39K
|
+94
|
New
|
|
|
16
|
Ten Capital Wealth Advisors
Spokane,
Washington
|
$1K
|
+$1.2K
|
+47
|
New
|
|
|
17
|
Silver Oak Securities
Jackson,
Tennessee
|
–
|
-$220K
|
-8,380
|
Closed
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
–
|
-$18K
|
-690
|
Closed
|
|
|
19
|
Vectors Research Management
New York
|
–
|
-$12K
|
-475
|
Closed
|
|
|
20
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
–
|
-$3K
|
-129
|
Closed
|
|
